Efiling User Manual

7/27/2019 Efiling User Manual

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Table of Contents

1. E-FILING REGISTRATION ......................................................................................................... 2

2. REGISTRATION - LINK ACTIVATION ...................................................................................... 2

3. PASSWORD RESET ................................................................................................................... 3

4. VIEW MY DETAILS ...................................................................................................................... 6

5. UPDATE CONTACT DETAILS ................................................................................................... 6

6. QUICK FILING OF ITR 1 ONLINE ............................................................................................ 7

7. INCOME TAX RETURN FORMS DOWNLOADS ................................................................ 8

8. REFUND / DEMAND STATUS ................................................................................................... 9

9. ITRV RECEIPT STATUS ............................................................................................................. 9

10. REQUEST FOR INTIMATION u/s 143(1) / 154 ................................................................. 10

11. RECTIFICATION REQUEST ................................................................................................ 11

12. REQUEST FOR REFUND RE-ISSUE ................................................................................ 11

13. RECTIFICATION STATUS .................................................................................................... 12

14. REGISTER AS LEGAL HEIR ............................................................................................... 12


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1. E-FILING REGISTRATION

Income Tax Department has introduced e-Filing of Income Tax Returns minimizing Manual Filing of

returns. Web Address -https:// incometaxindiaefi l ing.gov.in

New to e-Fil ing > Select Register Yours elf

Select the As sessee Type > Contin ue

Enter the below required d etails

PAN Number* Mandatory, should b e valid PAN.

Surname* Mandatory, shou ld be as per the PAN details.

First Name Not mand atory, sho uld be as per the PAN details.

Middle Name - Not m andatory, shou ld be as per the PAN details.

Date of Bi rth* Mandatory, should be as per the PAN details.

Email ID*- Mandato ry, should be valid E-mail ID.

Mobi le Number* Mandatory.

Enter the required details to com plete the registrat io n.

2. REGISTRATION - LINK ACTIVATION

After submitting the request for registration, Taxpayer would receive a link to His / Her email id foractivating the user ID (PAN would be the User ID) [email protected].

Click on the link to activate the registration / OR

Copy and paste the Link in the Internet portal address bar.
https://incometaxindiaefiling.gov.in/https://incometaxindiaefiling.gov.in/https://incometaxindiaefiling.gov.in/mailto:[email protected]:[email protected]:[email protected]:[email protected]://incometaxindiaefiling.gov.in/


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Below is a samp le mai l for l ink act ivat ion

If the taxpayer is u nable to activate the link, please send the below d etails to

[email protected] ID.(Reply wo uld b e received from

[email protected])

PAN Taxpayer Nam e

Date of Birt h / Date of Incorpo rtat ion Fathers Name Mail ing Add ress as per PAN Database

After activation the taxpayer can login with User ID (PAN) and password inhttps://incometaxindiaefiling.gov.in

3. PASSWORD RESET

Taxpayer can reset the password to log in in e-Fil ing w ebsite. Option s are available in the

portal enabling easy reset of passw ord. Taxpayer is requested to laun ch

https:// incometaxindiaefi l ing.gov.inwebsi te.

Main Screen> Click Login Here

Click Forgot Password?
mailto:[email protected]:[email protected]://incometaxindiaefiling.gov.in/https://incometaxindiaefiling.gov.in/https://incometaxindiaefiling.gov.in/https://incometaxindiaefiling.gov.in/https://incometaxindiaefiling.gov.in/https://incometaxindiaefiling.gov.in/mailto:[email protected]


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Enter the below :

PAN

Captcha Code (As speci f ied in the image)

Cl ick

Cont inue

Select any of the opt ions to reset the password onl ine > Cl ick Submit

Option 1 Answer Secret Question

Enter Date of Birth / Incorporation

Select the Secret Question

Enter the answer

Click Submit


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Enter the new password and confirm Password > Click Submit

Option 2 Upload Digital Signature Certificate

Select Upload using .pfx file or upload using USB token

Click Submit


Option 3 Enter e-Filed Acknowledgement number and bank account number.

Select the Assessment Year

Enter the Acknowledgement number

Enter Bank Account Number

Click Submit



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I f the taxpayer is u nable to reset the passw ord , please send a email to

[email protected] the below details . (Reply w ould b e received from

[email protected])

PAN

Taxpayer Nam e

Date of Birt h / Date of Incorpo rtat ion

Fathers Name

Mail ing Ad dress

4. VIEW MY DETAILS

Taxpayers can view the contact details which have been registered in e-Filing Portal.

After Login w ith User Id and Password inhttps://incometaxindiaefiling.gov.inwebsite

Main Screen Click Profi le Sett ings > View My Prof i le

The Taxpayer Profile would have the below contents

Personal Details

Contact Details Address Details

Other Details

5. UPDATE CONTACT DETAILS

Taxpayers can update the contact details which are registered in e-Filing website.

After Login w ith User Id and Passwo rd inhttps://incometaxindiaefiling.gov.inwebsite

Main Screen Click Profi l e Sett ings > Update Contact Details
mailto:[email protected]:[email protected]://incometaxindiaefiling.gov.in/https://incometaxindiaefiling.gov.in/https://incometaxindiaefiling.gov.in/https://incometaxindiaefiling.gov.in/https://incometaxindiaefiling.gov.in/https://incometaxindiaefiling.gov.in/https://incometaxindiaefiling.gov.in/https://incometaxindiaefiling.gov.in/mailto:[email protected]


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The Taxpayer Can update the below details

Contact Details

Address details

6. QUICK FILING OF ITR 1 ONLINE

Taxpayers can file returns online, this option has been enabled for quick filing of ITR-1 forms.

Taxpayer are requested to login with the User ID and password in e-Filing websitehttps://incometaxindiaefiling.gov.in

Main Screen Select e-File > Prepare and Subm it Online

To Submit ITR-1 online Enter All m andatory fields >Click Submi t
https://incometaxindiaefiling.gov.in/https://incometaxindiaefiling.gov.in/https://incometaxindiaefiling.gov.in/


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Enter the required details

Personal Inform ation

Income Details

TDS

Taxes Paid and Verif icat ion

80G

Afterupdating all the details Click Submit.

Note : All the personal information, TDS,Advance Tax and self assesment tax would be auto filled and

is editable other than PAN and DOB. Taxpayers are requested to validate the details prior submission.

INCOME TAX RETURNS FORMS DOWNLOADS

Taxpayers can download the forms for offline returns submission. ITR 1, 2, 3, 4, 4S, 5, & 6 Return

Forms are available.

Taxpayers can download the Forms either in pre-Login or post login in the e-filing website

Main ScreenDownloads > Click Income Tax return Forms

Select the Form to down load.


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7. REFUND / DEMAND STATUSTaxpayers can view the Refund and Demand status after logging with the User ID and Password.

Main Screen > My Account > Click Refund/Demand Status

Enter the assessmentyear > Captcha Code > Click Submit

8. ITRV RECEIPT STATUSTaxpayers can view the ITR-V Receipt Status before login with their user Ids

Main Screen > Services > Click ITR-V Receipt Status

Enter PAN, Assessm entYear and Captcha Code > Click Submit


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Taxpayer can v iew the st atus of t he ITR-V Status

9. REQUEST FOR INTIMATION u/s 143(1) / 154Taxpayers can Request for Intimation u/s 143(1) / 154 after logging with the User ID and Password.

Main Screen > My Accou nt> Click Request for Intimation u/s 143(1) / 154

Taxpayer to enter the required fields and click Submit.


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10. RECTIFICATION REQUESTTaxpayers can Request for Rectification after logging with the User ID and Password.

Main Screen > My Account > Click Rectif icaiton Request

Taxpayers are enabledwith below options in Rectification Request Type

1) Taxpayer is correc ting the data for Tax Credit Mismatch only

2) Taxpayer is correc ting the data in rectif icat ion3) No further Data Correctio n required Repro cess the case

11. REQUEST FOR REFUND RE-ISSUETaxpayers can Request for Refund Re-issue after logging with the User ID and Password.

Main Screen > My Account > Click Refund Re-issu eRequest

Enter As sessm ent Year,CPC Communication Reference Numb er (As per Int im ation

received),Refund Sequence Number, DOB, Captcha Code and Click Validate


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12. RECTIFICATION STATUSTaxpayers can View the status of Rectification after logging with the User ID and Password.

Main Screen > My Account > Click Rectification Status

Enter Assessment Year , Captcha Code andClick Submitto view the status

13. REGISTER AS LEGAL HEIR

A Legal Heir can file Income Tax Return, View Status of Income Tax Return, ITR-V Acknowledgment

and other filing status in respect of the Income Tax Return of the deceased person for the e-Filed

Assessment Year

Main Screen > My Account > Click Register as Legal Heir

Taxpayers have to fill mandatory details and have to upload Required Documents in ZIP format only.


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Required Docum ents:

Copy of the Death CertificateCopy of PAN card of the deceasedSelf attested PAN card copyLegal Heir certificate

Efiling User Manual

Documents

Transcript of Efiling User Manual